Nichol Rogers, CFP®
For over 25 years I have worked in the financial industry helping high net worth clients realize their goals. I partner with clients to create a comprehensive financial plan and build a portfolio that works to realize their dreams.
Women & Wealth
Helping women make smart, informed decisions about their financial future.
Who We Are
Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Discover Hidden Opportunities
We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
Where do you want your financial roadmap to take you?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.
Extended Team
Brad Bartick
Wealth Planner
Darrian Hornedo
Estate Planner
Eric Wikstrom
Tax Planner
Isaac Bradley
Wealth Strategist
Melanie Schmieding
Director of Baird Family Wealth